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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,939 | $50,947-68.7% | $74,549-78.6% | $64,173-75.2% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.1%-29.8pp | 69.6%-30.2pp |
| Annual return | -15.82% | -1.85%-14.0pp | 32.53%-48.4pp | 7.63%-23.5pp |
| Employer contribution / active EE | $1,217 | $1,115+9.1% | $1,961-37.9% | $2,381-48.9% |
| Participant deferral / active EE | $2,879 | $2,302+25.1% | $3,108-7.4% | $3,470-17.0% |
| Admin fee / account holder | $189 | $4,221-95.5% | $5,059-96.3% | $4,887-96.1% |